CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.81M
3
+$1.35M
4
CTWS
Connecticut Water Service Inc
CTWS
+$781K
5
AAPL icon
Apple
AAPL
+$610K

Top Sells

1
+$7.62M
2
+$2.65M
3
+$1.96M
4
CAJ
Canon, Inc.
CAJ
+$1.71M
5
MMM icon
3M
MMM
+$1.46M

Sector Composition

1 Industrials 19.29%
2 Technology 16.65%
3 Healthcare 14.91%
4 Consumer Staples 13.4%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.33%
32,793
-1,031
27
$2.45M 1.31%
22,763
28
$2.37M 1.27%
31,841
-2,759
29
$2.35M 1.26%
99,590
-1,701
30
$2.28M 1.22%
28,023
-17,145
31
$2.23M 1.19%
54,909
-325
32
$2.18M 1.17%
45,702
-175
33
$2.14M 1.14%
39,824
-36,478
34
$2.03M 1.09%
134,309
35
$1.97M 1.05%
70,463
-201
36
$1.95M 1.05%
39,953
-2,221
37
$1.88M 1.01%
29,262
38
$1.84M 0.98%
15,672
-12,465
39
$1.84M 0.98%
36,472
-1,583
40
$1.81M 0.97%
+54,118
41
$1.78M 0.95%
23,510
-300
42
$1.74M 0.93%
94,300
+7,350
43
$1.74M 0.93%
23,180
44
$1.69M 0.91%
98,845
-18,203
45
$1.68M 0.9%
54,301
-22,675
46
$1.67M 0.9%
9,337
-5,241
47
$1.61M 0.86%
47,605
-4,100
48
$1.6M 0.86%
58,880
-2,490
49
$1.6M 0.86%
19,277
50
$1.53M 0.82%
94,597
-228
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